Merit Financial Group’s British American Tobacco BTI Stock Holding History

Merit Financial Group’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Buy	22,513 +521	+2%	+$31.4K	0.01%	909
2026 Q1	$1.29M	Buy	21,992 +3,334	+18%	+$197K	0.01%	863
2025 Q4	$1.06M	Sell	18,658 -1,450	-7%	-$79.1K	0.01%	927
2025 Q3	$1.07M	Sell	20,108 -293	-1%	-$15.9K	0.01%	839
2025 Q2	$966K	Buy	20,401 +8,907	+77%	+$394K	0.01%	807
2025 Q1	$476K	Buy	+11,494	New	+$452K	0.01%	958
2024 Q1	–	Sell	-8,960	Closed	-$262K	–	869
2023 Q4	$262K	Buy	+8,960	New	+$273K	0.01%	658
2023 Q3	–	Sell	-6,101	Closed	-$203K	–	745
2023 Q2	$203K	Buy	+6,101	New	+$209K	0.01%	703
2023 Q1	–	Sell	-12,002	Closed	-$480K	–	647
2022 Q4	$480K	Buy	12,002 +160	+1%	+$6.29K	0.02%	432
2022 Q3	$420K	Buy	11,842 +453	+4%	+$18.2K	0.02%	385
2022 Q2	$489K	Buy	+11,389	New	+$489K	0.02%	362

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Merit Financial Group's BTI Position: Q2 2026 in Review

Merit Financial Group increased its British American Tobacco (BTI) stake by 2.4% in Q2 2026, buying an estimated $31.4K and bringing the position to 22,513 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #909.

Merit Financial Group first reported a position in BTI in Q2 2022 and has held it in 11 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Merit Financial Group held 22,513 shares of British American Tobacco worth $1.39M as of Q2 2026.
Merit Financial Group bought 521 British American Tobacco shares in Q2 2026, an estimated $31.4K.
British American Tobacco made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #909 holding.
Merit Financial Group first reported a position in British American Tobacco in Q2 2022 and has held it in 11 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.